2026-06-09T06:36:35-07:00 2025-09-30 272893161 Core Business Advisors PLLC 12352 Market Drive Oklahoma City OK 73114 990PF 2024-10-01 730709836 PRESBYTERIAN HEALTH FOUNDATION PRES 4053198150 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 RICK MCCUNE President 2026-06-09 true true Stephanie L Bailey CPA P01646944 4056020793 X 2024 2025-03-06 01:10:19Z X 230714760 X 325 X 6675738 6675738 7125784 15505414 7113005 2208264 2232277 1703969 16010111 16021020 1703969 367569 132641 234928 307615 125352 101881 98770 112995 60897 47872 52069 2745 1560 114725 71363 28000 43363 531708 531708 62274 359926 155245 125855 3168 883456 540379 540379 633344 359590 327111 148328 6936 1710 403 5226 792 158 634 611993 247161 158018 152796 3933804 2226204 1391793 740842 25922628 8769342 29856432 2226204 1391793 9510184 -13846321 13794816 312176 2269143 4080829 4080829 17609 17864 17609 17609 186031 165927 165927 184890423 195308678 195308678 7101854 489334 7088646 6612520 6612520 25636860 24529197 24529197 220088967 230714760 230714760 189826 196182 2705559 19858845 52478 50579 582315 475319 3530178 20580925 X 216558789 210133835 216558789 210133835 220088967 230714760 216558789 -13846321 7421367 210133835 210133835 7113005 191748 191748 191748 157584 35000 192584 836 836 false false false false false true true false true true OK true false false true false true WWW.PHFOKC.COM RICK MCCUNE 4053198150 655 RESEARCH PARKWAY STE 500 OKLA CITY OK 731043603 false false false false true false false false false false true false false false false false false false false false false false false TOM GRAY III 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Chairman 1.00 0 RICK MCCUNE 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 President 40.00 166500 22558 CARL EDWARDS 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 MICHAEL JOSEPH 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 DAVID RAINBOLT 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 JERRY VANNATTA MD 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 5625 G RAINEY WILLIAMS JR 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 WILLIAM BARNES MD 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 CHRISTY EVEREST 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 SALLY STARLING 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 DR STACIE ROUGAS 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 DAVIS HUDIBURG 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 DR JIMMY BALLARD 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 3875 AMANDA VERMILLION 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 CFO 40.00 145391 33120 DR JUDITH JAMES 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 APRIL STUART 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 DIR-GRANTS/PROGRAM 40.00 91510 29082 UNIVERSITY OF OKLAHOMA FOUNDATION 100 TIMBERDELL ROAD NORMAN OK 73019 INVESTMENT MGT SERVICES 336891 FORVIS LLP 110 NORTH ELGIN AVENUE TULSA OK 74120 AUDIT SERVICES 78000 VANGUARD 400 DEVON PARK DRIVE WAYNE PA 19087 INVESTMENT MGT SERVICES 98318 RESEARCH PARK: THE FOUNDATION MAINTAINS A FACILITY RENTED IN SUPPORT OF MEDICAL RESEARCH START-UP ORGANIZATIONS AT OKLAHOMA HEALTH CENTER IN OKLAHOMA CITY 122095 CHAPARRAL TOWNHOMES: 2030 LLC, A WHOLLY-OWNED SUBSIDIARY OF THE FOUNDATION, MAINTAINS A LOW-INCOME HOUSING (HUD) APARTMENT COMPLEX NEAR OKLAHOMA HEALTH CENTER 1707131 THE FOUNDATION PURCHASED LOW-INCOME HOUSING APARTMENTS DURING THE YEAR ENDED SEPTEMBER 30, 2016. THE COSTS OF THE PROJECT ALLOCABLE TO THE YEAR ENDING SEPTEMBER 30, 2025 ARE: 31900 31900 185232987 2295633 20759421 208288041 0 208288041 3124321 205163720 10258186 10258186 191748 191748 10066438 10066438 10066438 9510184 31900 9542084 10066438 179173 109659 288832 9542084 0 9542084 288832 288832 235522 X GRANTS PAID DURING THE YEAR SEE ATTACHMENT VARIOUS OK 73104 NONE VAR PROGRAM SUPPORT 8969342 GRANTS APPROVED FOR FUTURE PAYMENT SEE ATTACHMENT VARIOUS OK 73104 NONE VAR PROGRAM SUPPORT 19500000 28469342 14 6675738 15 84498 18 7125784 AMENDED RETURN UBI REFUND 1 300923 LAND LEASE 16 70634 LEASE BONUS 16 48240 OTHER INC-CHAPARRAL TOWNHOUSES 14 5298 PRI INCOME - RESEARCH PARK 426782 PRI INCOME-CHAPARRAL TOWNHOUSE 1271889 14311115 1698671 16009786 11C RENTAL INCOME FROM PROGRAM RELATED INVESTMENTS IN THE RESEARCH PARK, A FACILITY RENTED IN SUPPORT OF MEDICAL RESEARCH. 11D RENTAL INCOME FROM PROGRAM RELATED INVESTMENTS IN THE CHAPARRAL TOWNHOMES, A LOW-INCOME HOUSING APARTMENT COMPLEX. false false false false false false false false false false ACCOUNTING FEES 114725 71363 28000 43363 Improvements 715573 489334 226239 226239 Land 6386281 6386281 6386281 LEGAL FEES 2745 0 0 1560 CHAPARRAL TOWNHOUSES, NET 6295257 5575072 5575072 INVESTMENT IN LLC 495270 305409 305409 INVESTMENT IN LLP'S 17549830 17233265 17233265 OTHER RECEIVABLE 309611 309611 RESEARCH PARK BUILDING, NET 714188 630521 630521 ROU ASSETS 582315 475319 475319 BAD DEBT EXPENSE 33045 13512 13512 CONTRACT LABOR 29688 29688 DUES & SUBSCRIPTIONS 34203 7885 1306 26318 EQUIPMENT 75655 59290 59290 INFORMATION TECHNOLOGY 18936 3787 13389 INSURANCE 187572 4321 8605 LANDSCAPING 94612 94612 31172 MAINTENANCE & REPAIR 20271 17755 17127 2516 MARKETING/PR 39491 1788 37702 MISCELLANEOUS EXPENSE 21380 9168 6093 12476 OFFICE EXPENSES 24189 13370 10665 10819 POSTAGE 1597 630 389 967 SUPPLIES 18348 15217 14434 3131 TELEPHONE 13006 5826 4030 7185 AMENDED RETURN UBI REFUND 300923 LAND LEASE 70634 70634 LEASE BONUS 48240 48240 OTHER INC-CHAPARRAL TOWNHOUSES 5298 5298 5298 Other Investment Income 84498 409434 PRI INCOME - RESEARCH PARK 426782 426782 426782 PRI INCOME-CHAPARRAL TOWNHOUSE 1271889 1271889 1271889 LEASE LIABILITY 582315 475319 INVESTMENT MANAGEMENT FEES 469434 469434 0 0 MANAGEMENT FEES 62274 62274 62274 0 EXCISE TAXES 201500 PAYROLL TAXES 29298 26117 25322 3168 REAL ESTATE TAXES 129128 129128 100533 CV SUBSIDIARY LLC 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 260061221 NON-UBI RENTS/NOT A QUALIFIED SPECIFIED PAYMENT/NOT A QUAL. BUSN HOLDING 420000 420000